Benefits Portfolio Advisor - Remote

Overview

As a Benefits Portfolio Advisor, you will play an integral part in ensuring the Benefits team can provide our current clients along with their respective teams with the best benefits plan that caters to their needs at different stages of their company’s growth.

In Short

• Building rapport with new benefits clients alongside the sales advisor and service manager via quarterly check-ins
• Maintain strong relationships with our carrier partners
• Negotiate renewals with our carrier partners
• Successfully renew numerous group plans each month ensuring the client's best interests are addressed
• Market existing group plans in order to source a new provider that better suits the client's needs
• Handling post-quote presentation action items (i.e. alternate quotes, answering client inquiries, etc)
• Confirming sales details with the selected carrier before engaging the benefits service manager to handle a group's implementation with their new provider
• Conducting benchmarking exercises for clients
• Providing quarterly performance reviews to clients

Requirements

• You have previous work experience in sales, account management or customer service in fast-paced environments
• You are LLQP licensed (or equivalent) and it is in good standing
• You are knowledgeable on group benefits best practices and requirements from working for an insurance carrier or brokerage
• You pride yourself in relationship management due to your ability to create delight for customers and partners
• You are highly organized and thrive when managing multiple projects simultaneously with multiple competing deadlines
• You are a strong communicator and a master influencer when trying to curate the best solutions for all parties
• You possess a resourceful attitude and thrive in ambiguity
• You are tech-savvy, have a high mathematical aptitude and a quick learner
• You have a strong work ethic with a constant desire to improve through constructive feedback
• You are able to cohesively work with members within the direct team as well as other teams at Humi
• You possess confidence when speaking with clients
• You are a strong presenter and possess the ability to analyze and explain data clearly to clients

Benefits

• You will work remotely, with the flexibility to own your time and impact
• You will access cutting-edge tools to amplify your work, knowledge and outputs
• You’ll surround yourself with ambitious, outcome-driven colleagues who challenge you to do the best work of your life
• You’ll own ESOP (employee share options) in one of the world’s fastest-growing tech companies
• You’ll also have access to a wide range of benefits that include: a very generous paternity leave policy, subsidised egg freezing (so you can make the choice that’s right for you, on your terms), a WFH office expense budget, and outstanding learning & development opportunities